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Working in the Palette

Updated on October 19, 2022

The Palette contains only those components that are used in the current automation.

Like an artist’s palette, the Robot StudioPalette provides a clean, well-organized location containing only the necessary items used to build the current automation. The Palette always occupies the left side of the screen.

The Palette has two containers:

  • Globals container: Controls that are global in nature, such as Office connectors or sensitive-data locks. Global items can be used throughout the project. Robot Studio automatically places global items in the Globals folder.
  • Locals container: Controls that are local in nature, such as variables or workflow items.
Palette
Controls stored in the Palette for a specific automation.

To add an item to the Palette: drag the control from the Toolbox to the Automation Surface.

To select properties, methods, and events for a control: drag the control from the Palette to the Automation Surface. When the Select Action dialog box opens, click the More menu to see the available properties, methods, and events for that control. For more information about properties, methods, and events, see Properties, methods, and events.

The following figure shows the Select Action dialog with properties, methods, and events displayed.

Select Action dialog
Figure of Select Action dialog showing properties, methods, and events.

Use the checkboxes to select multiple properties for a control. You can only add one method or event at a time.

  • The Palette right-click menu

    Right-click in the Palette to open a menu of options, including Find Usages, Expand and Collapse all, or Move to Globals.

  • Hidden controls in the Palette

    Pega Robot Studio hides certain types of controls in the Palette to reduce clutter and show only the controls that you want to work with in an automation. Click Show hidden items to see the controls that have been hidden.

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